Morton Brown Family Wealth, LLC Top Holdings and 13F Report (2026)

About Morton Brown Family Wealth, LLC

Investment Activity

Morton Brown Family Wealth, LLC has $378.41 million in total holdings as of March 31, 2026.
Morton Brown Family Wealth, LLC owns shares of 292 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 3.26% of the portfolio was purchased this quarter.
About 0.28% of the portfolio was sold this quarter.
This quarter, Morton Brown Family Wealth, LLC has purchased 294 new stocks and bought additional shares in 60 stocks.
Morton Brown Family Wealth, LLC sold shares of 27 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Schwab US Broad Market ETF: $100,848,498
Avantis Emerging Markets Equity ETF: $37,494,580
Vanguard FTSE Developed Markets ETF: $32,521,706
Avantis U.S. Small Cap Value ETF: $25,687,610
Avantis International Small Cap Value ETF: $24,112,945

Largest New Holdings this Quarter

316773100 - Fifth Third Bancorp: $131,157 Holding
78464A284 - SPDR Nuveen ICE High Yield Municipal Bond ETF: $121,570 Holding
464287721 - iShares U.S. Technology ETF: $82,002 Holding
927107409 - Village Super Market: $76,901 Holding
922908363 - Vanguard S&P 500 ETF: $63,340 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF: 170,427 shares (about $4.28M)
Vanguard FTSE Developed Markets ETF: 15,609 shares (about $1.00M)
Avantis Emerging Markets Equity ETF: 10,704 shares (about $862.53K)
Avantis U.S. Small Cap Value ETF: 7,081 shares (about $782.24K)
Schwab Intermediate-Term U.S. Treasury ETF: 26,372 shares (about $656.93K)

Largest Sales this Quarter

Broadcom: 315 shares (about $97.50K)
iShares Core High Dividend ETF: 619 shares (about $84.01K)
iShares Core S&P Mid-Cap ETF: 1,011 shares (about $68.27K)
Schwab US Large-Cap ETF: 2,374 shares (about $60.87K)
Apple: 220 shares (about $55.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHB Schwab US Broad Market ETF	$100,848,498	$4,277,718 â–²	4.4%	4,017,868	26.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$37,494,580	$862,528 â–²	2.4%	465,309	9.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$32,521,706	$1,000,225 â–²	3.2%	507,517	8.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$25,687,610	$782,239 â–²	3.1%	232,530	6.8%	ETF
AVDV Avantis International Small Cap Value ETF	$24,112,945	$591,971 â–²	2.5%	241,467	6.4%	ETF
MUB iShares National Muni Bond ETF	$18,613,984	$437,764 â–²	2.4%	175,355	4.9%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$17,479,500	$656,927 â–²	3.9%	701,706	4.6%	ETF
SPY SPDR S&P 500 ETF Trust	$14,447,865	$215,261 â–²	1.5%	22,216	3.8%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$13,472,829	$632,209 â–²	4.9%	162,814	3.6%	ETF
REET iShares Global REIT ETF	$12,349,333	$490,098 â–²	4.1%	491,027	3.3%	ETF
BNDX Vanguard Total International Bond ETF	$11,363,029	$484,537 â–²	4.5%	236,483	3.0%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$9,427,703	$546,220 â–²	6.2%	180,642	2.5%	ETF
SUB iShares Short-Term National Muni Bond ETF	$5,868,304	$138,132 â–²	2.4%	55,101	1.6%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$5,540,516	$167,657 â–²	3.1%	69,894	1.5%	ETF
EFA iShares MSCI EAFE ETF	$3,275,806	$9,810 â–¼	-0.3%	33,726	0.9%	Finance
SCHC Schwab International Small-Cap Equity ETF	$3,214,871	$49,731 â–¼	-1.5%	68,782	0.8%	ETF
HDV iShares Core High Dividend ETF	$2,999,861	$84,012 â–¼	-2.7%	22,103	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,481,246	$3,169 â–¼	-0.1%	27,408	0.7%	ETF
AAPL Apple	$2,178,534	$55,834 â–¼	-2.5%	8,584	0.6%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,122,338	$16,501 â–¼	-0.8%	8,103	0.6%	ETF
QQQ Invesco QQQ	$1,914,222	$47,899 â–²	2.6%	3,317	0.5%	Finance
MSFT Microsoft	$1,648,322	$7,403 â–²	0.5%	4,453	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,575,200	$7,058 â–²	0.5%	4,910	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,440,901	$39,294 â–¼	-2.7%	26,659	0.4%	ETF
AVGO Broadcom	$1,270,848	$97,496 â–¼	-7.1%	4,106	0.3%	Computer and Technology
DFSV Dimensional US Small Cap Value ETF	$1,268,728	$456 â–²	0.0%	36,208	0.3%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$1,162,821	$292 â–¼	0.0%	7,976	0.3%	ETF
IWM iShares Russell 2000 ETF	$1,077,808		0.0%	4,346	0.3%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$1,030,669	$52,891 â–¼	-4.9%	7,288	0.3%	Manufacturing
VXUS Vanguard Total International Stock ETF	$954,987	$11,181 â–¼	-1.2%	12,385	0.3%	ETF
APD Air Products and Chemicals	$869,437		0.0%	2,993	0.2%	Basic Materials
NVDA NVIDIA	$618,522	$36,096 â–¼	-5.5%	3,547	0.2%	Computer and Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$594,852	$36,431 â–¼	-5.8%	6,221	0.2%	Manufacturing
BAC Bank of America	$576,128		0.0%	11,818	0.2%	Finance
MCD McDonald's	$537,211	$621 â–²	0.1%	1,729	0.1%	Retail/Wholesale
SCHF Schwab International Equity ETF	$442,629		0.0%	17,884	0.1%	ETF
AVRE Avantis Real Estate ETF	$425,946	$3,522 â–¼	-0.8%	9,676	0.1%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$415,958	$515 â–²	0.1%	6,464	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$380,878		0.0%	1,480	0.1%	ETF
IVV iShares Core S&P 500 ETF	$355,999	$13,717 â–¼	-3.7%	545	0.1%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$349,542		0.0%	5,400	0.1%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$341,089	$9,678 â–²	2.9%	7,472	0.1%	ETF
CAPL CrossAmerica Partners	$338,984		0.0%	16,313	0.1%	Energy
BRK.B Berkshire Hathaway	$338,315		0.0%	706	0.1%	Finance
SLYV SPDR S&P 600 Small Cap Value ETF	$322,234	$4,256 â–¼	-1.3%	3,407	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$317,141	$60,869 â–¼	-16.1%	12,369	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$299,989	$161,744 â–²	117.0%	6,013	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$288,905		0.0%	678	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$274,866	$16,869 â–¼	-5.8%	6,045	0.1%	Manufacturing
SCHI Schwab 5-10 Year Corporate Bond ETF	$272,961	$2,291 â–²	0.8%	12,035	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$272,909		0.0%	2,304	0.1%	ETF
VNQ Vanguard Real Estate ETF	$270,761	$89 â–²	0.0%	3,053	0.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$267,559		0.0%	9,185	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$261,525	$21,676 â–¼	-7.7%	5,562	0.1%	ETF
IDCC InterDigital	$256,700		0.0%	850	0.1%	Computer and Technology
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$242,058		0.0%	1,936	0.1%	ETF
AMGN Amgen	$236,091		0.0%	671	0.1%	Medical
NOC Northrop Grumman	$235,519		0.0%	345	0.1%	Aerospace
BGRN iShares USD Green Bond ETF	$231,519	$55,637 â–²	31.6%	4,877	0.1%	Manufacturing
SUSC iShares ESG Aware USD Corporate Bond ETF	$231,169	$55,993 â–²	32.0%	9,991	0.1%	Manufacturing
GLD SPDR Gold Shares	$212,133		0.0%	493	0.1%	Finance
GOOGL Alphabet	$211,644	$5,176 â–²	2.5%	736	0.1%	Computer and Technology
CAT Caterpillar	$205,453		0.0%	290	0.1%	Industrials
SPHY SPDR Portfolio High Yield Bond ETF	$204,796	$2,379 â–²	1.2%	8,782	0.1%	ETF
RTX RTX	$204,422	$771 â–¼	-0.4%	1,060	0.1%	Aerospace
FTGC First Trust Global Tactical Commodity Strategy Fund	$202,664		0.0%	7,059	0.1%	Manufacturing
IJH iShares Core S&P Mid-Cap ETF	$201,645	$68,273 â–¼	-25.3%	2,986	0.1%	ETF
XOM ExxonMobil	$195,434	$339 â–²	0.2%	1,152	0.1%	Energy
ACWX iShares MSCI ACWI ex U.S. ETF	$184,732		0.0%	2,698	0.0%	Manufacturing
IEI iShares 3-7 Year Treasury Bond ETF	$174,342		0.0%	1,470	0.0%	ETF
DIS Walt Disney	$173,230	$19,280 â–²	12.5%	1,797	0.0%	Consumer Discretionary
MAR Marriott International	$173,020		0.0%	529	0.0%	Consumer Discretionary
JNJ Johnson & Johnson	$165,241		0.0%	676	0.0%	Medical
WALMART INC COM	$164,782	$124 â–²	0.1%	1,326	0.0%	Stock
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$154,827	$37,648 â–²	32.1%	6,177	0.0%	Manufacturing
VGIT Vanguard Intermediate-Term Treasury ETF	$152,746		0.0%	2,565	0.0%	ETF
QCOM Qualcomm	$148,870		0.0%	1,156	0.0%	Computer and Technology
AMZN Amazon.com	$148,705		0.0%	714	0.0%	Retail/Wholesale
DLS WisdomTree International SmallCap Dividend Fund	$148,330		0.0%	1,820	0.0%	Finance
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$143,253		0.0%	1,151	0.0%	ETF
GLW Corning	$135,970		0.0%	1,000	0.0%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$132,305		0.0%	2,486	0.0%	Manufacturing
FITB Fifth Third Bancorp	$131,157	$131,157 â–²	New Holding	2,823	0.0%	Finance
DGRO iShares Core Dividend Growth ETF	$125,622		0.0%	1,790	0.0%	ETF
UNP Union Pacific	$123,138	$242 â–²	0.2%	508	0.0%	Transportation
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$121,570	$121,570 â–²	New Holding	4,902	0.0%	ETF
VXF Vanguard Extended Market ETF	$102,988		0.0%	500	0.0%	ETF
NEE NextEra Energy	$96,131		0.0%	1,035	0.0%	Utilities
AWK American Water Works	$95,263		0.0%	700	0.0%	Utilities
PAYX Paychex	$90,738		0.0%	985	0.0%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$89,165		0.0%	2,880	0.0%	ETF
JPM JPMorgan Chase & Co.	$87,100	$44,139 â–²	102.7%	296	0.0%	Finance
STX Seagate Technology	$82,661		0.0%	211	0.0%	Computer and Technology
IYW iShares U.S. Technology ETF	$82,002	$82,002 â–²	New Holding	452	0.0%	Manufacturing
VIG Vanguard Dividend Appreciation ETF	$81,098	$1,291 â–¼	-1.6%	377	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$79,061	$1,119 â–¼	-1.4%	636	0.0%	ETF
VLGEA Village Super Market	$76,901	$76,901 â–²	New Holding	1,821	0.0%	Retail/Wholesale
VTV Vanguard Value ETF	$73,518	$196 â–²	0.3%	375	0.0%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$73,057		0.0%	471	0.0%	Manufacturing
MMM 3M	$72,615		0.0%	500	0.0%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Morton Brown Family Wealth, LLC Top Holdings and 13F Report (2026)

About Morton Brown Family Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Morton Brown Family Wealth, LLC Top Holdings and 13F Report (2026)

About Morton Brown Family Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorton Brown Family Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools